GWM
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GK Wealth Management’s WSFS Financial WSFS Stock Holding History

GK Wealth Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$152 Buy
+2
New +$158 ﹤0.01% 1551

Other funds holding WSFS

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

GK Wealth Management's WSFS Position: Q3 2026 in Review

GK Wealth Management opened a new position in WSFS Financial (WSFS) in Q3 2026: 2 shares worth $152. The stake represents ﹤0.01% of the portfolio and ranks #1551 among its holdings.

8 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • GK Wealth Management held 2 shares of WSFS Financial worth $152 as of Q3 2026.
  • WSFS Financial was a new GK Wealth Management position in Q3 2026.
  • WSFS Financial made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1551 holding.
  • 8 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.